jakiro
Author: COSMOSMAN Cosmic Man, AIC_DAO co -founder Source: x,@icosmosman
At the beginning of last year, the Defi development of COSMOS made a macro analysis and summary, and basically developed according to the plot.
Now we are brave to do the following outlook analysis of COSMOS in 2024:
1. First review what I said last year:
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Basically, the flowing of the expected flow occurred at this moment:
a. $ STRD TVL breaks through 100 million to become an ecological liquidity pledged leader. ST assets obtain a large number of adoption in the ecology of the exchange/borrowing/stabilization coin protocol;
b. $ DYDX V4 has become the largest contract decentralized exchange, which means that it has officially moved from Ethereum ecology to COSMOS;
c. Native $ USDT circulation exceeds 100 million (VIA $ kava), the native $ USDC release is about to exceed 100 million and integrated to Coinbase (VIA NOBLE), the CCTP protocol opens the connection between COSMOS and other EVMs, and the liquidity of $ USDC can be safe.Quickly flow between different ecology;
d. Multiple borrowing agreements/stabilization currency protocols are gradually adopted with the expansion of the ecology;
E. $ inj/$ kuji/$ OSMO/$ Astro and other popular DEX performance in both TVL and currency prices.
f. The construction of the HUB Economic Zone is less than expected, and the income model is still not clear enough. $ Atom may be difficult to guide ecological development, but the ecology enters the era of all flowers;
COSMOS in 2024 does the following outlook analysis
2. Safety aspect
BABYLON brings $ BTC security into COSMOS, EIGENLAYER/ETHOS to bring $ ETH seat belt into cosmos. Celestia will create a new security center. Under the influence of these projectFacing challenges;
3. DEFI aspect
After last year’s development, COSMOS’s DEFI has begun to take shape. The 24 -year theme will be fusion and adoption. From Duality by $ NTRN, $ umee merges to $ OSMO, $ MARS/$ Astro and $ NTRN. We are allIt has been seen that the DEFI project of the ecology has begun to merge resources, holding the group to heating. Under the strong suppression of $ DYDX, we are developing the Defi development of 2024 to see who can get the user with laughter to the end;
4. HUB Economic Zone
Although the construction of the HUB Economic Zone is not as expected, it is still clearly optimistic about $ Strd/$ NTRN. Although it is not optimistic about $ Atom, there are still a large number of personnel resources that are still trying to improve HUB, including token models, in the economic zone, in the economic zoneSynchronize IBC, parallel executed Megablock and other technologies, as well as the most tacky pledge space;
5. Web3 application
We see that the actual adopted projects such as $ AKT have obtained market attention, and projects such as $ PASG/Eating Chicken PUBG will bring further imagination to the concept of the game/dollar universe.Get more adoption;
6. Modular aspect
With Celestia’s main online online, the price is soaring+pledge shortcomings, and the market is completely activated by the concept of modular blockchain. It can be determined that this time the bull market modularization will be one of the main narratives.The projects are the firm supporters of the AppChain narrative and IBC protocol, and I look forward to that they can have a good performance;
7. IBC aspect
At present, the IBC protocol has been connected to the $ DOT. This year, the layout will be further expanded, $ TIA and Rollapp ecology, $ ETH and L2 ecology, $ SOL ecology, and $ Near ecology will access IBC.@Sovereign_labs @nitro_labs @Hyperlane_xyz @COSMOSAVAX @Labs_electron @Polymer_labs @Composablefin
